DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 368 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,355 | -8.0% | 22,925 | -3.9% | 0.03% | -13.3% |
| Q2 2023 | $1,307,956 | +6.6% | 23,867 | +2.5% | 0.03% | -9.1% |
| Q1 2023 | $1,226,572 | +3.1% | 23,274 | +0.0% | 0.03% | +10.0% |
| Q4 2022 | $1,189,918 | +8.6% | 23,263 | -1.3% | 0.03% | -3.2% |
| Q3 2022 | $1,096,000 | +424.4% | 23,558 | +533.4% | 0.03% | +520.0% |
| Q1 2022 | $209,000 | -37.4% | 3,719 | -33.3% | 0.01% | -28.6% |
| Q4 2021 | $334,000 | -7.7% | 5,572 | -11.6% | 0.01% | -22.2% |
| Q3 2021 | $362,000 | +8.1% | 6,302 | +9.8% | 0.01% | +12.5% |
| Q2 2021 | $335,000 | – | 5,742 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,815,352 | $348,605 | 24.51% |
| DIXON FNANCIAL SERVICES, INC. | 610,346 | $31,219,192 | 22.06% |
| RESOURCE CONSULTING GROUP INC | 1,438,301 | $73,569,076 | 19.23% |
| Heritage Wealth Management, Inc./Texas | 254,357 | $13,010,092 | 13.20% |
| TCI Wealth Advisors, Inc. | 1,829,474 | $93,577,597 | 12.95% |
| Disciplined Equity Management, Inc. | 269,002 | $13,759 | 12.17% |
| M Financial Asset Management, Inc. | 63,027 | $3,237 | 11.82% |
| ML & R WEALTH MANAGEMENT LLC | 666,100 | $34,071,022 | 10.18% |
| Stordahl Capital Management, Inc. | 574,717 | $29,396,790 | 9.63% |
| Alpha Financial Advisors, LLC | 210,667 | $10,775,614 | 9.36% |